Defense stocks will be some of the key names to move the stock market higher, says Kevin Mahn. He points to the Trump administration's push for a $1.5 trillion defense budget and lasting geopolitical
LMT, NOC, and ESLT lagged over the past month, but rising defense spending and strong fundamentals point to double-digit near-term upside potential.
LMT, NOC, ESLT, ADI and JBL stand out in drone tech for 2026, backed by strong growth, AI demand, and defense spending trends, which boost their outlook.
In 20 years of investing, I can't recall an IPO generating this level of strategic noise across so many asset classes at once. SpaceX's valuation has ramped from roughly $350 billion in May 2025 to $8
The final GPS III satellite delivers major upgrades in constellation resilience and accuracy, including a crosslink demonstration payload, as the next-gen GPS IIIF series is in production. CAPE CANAV
Lockheed Martin eyes Q1 results, with positive ESP, a strong backlog, and defense demand set to drive growth despite an expected EPS decline.
Investors are more interested in defense stocks during a war.

Why LATAM Stock Could Beat Delta From Here

01:18pm, Monday, 20'th Apr 2026
LATAM Airlines Group may offer more upside than Delta Air Lines, with a more favorable technical setup.
Investors are in for a big week with many companies reporting quarterly earnings. Among the biggest sectors that could see stocks volatile with earnings this week is the defense sector.
RTX, Northrop Grumman, GE Aerospace report results Tuesday, Lockheed Martin follows Thursday. Pentagon to release budget details amid Iran war.
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Beyond analysts' top-and-bottom-line estimates for Lockheed (LMT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter
BIIB, LMT, NOC, MA and MTD are five non-tech wide moat picks as durable advantages, defense demand, and digital payments growth position these stocks for resilient returns.
Belpointe Asset Management LLC boosted its holdings in shares of Lockheed Martin Corporation (NYSE: LMT) by 20.0% during the fourth quarter, according to the company in its most recent filing with the
Lockheed Martin and Howmet Aerospace benefit from increased defense spending. Both companies had record revenue in 2025.
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